Advanced Income Tax Law
Peter Baker, Geoff Cliff & Sonia Deaner | 17th Edition (January, 2020)
Legal Principles In Commercial Law
Penelope McCann & Anton Joseph | 1st Edition (July, 2016)
Provide Appropriate Services, Advice and Products to Clients
Rob Dickerson | 1st Edition (2020)
Review Financial Plans and Provide Ongoing Service
Record and Implement Client Instructions
Implement Financial Plan
Determine Client Requirements and Expectations
Determine Client Financial Requirements and Expectations
Conduct Financial Planning Research and Analysis
Conduct Complex Financial Planning Research
Provide Advice in Financial Planning
